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Valuentum Commentary
Aug 20, 2013
Why Valuation (Still) Matters: The Homebuilders
Shares of several homebuilders have fallen drastically as a result of higher interest rates and tough comparisons. Is the sector now undervalued? Jun 27, 2013
Positive US Housing Data Persists; The Recovery is Real
Several positive data points were revealed this week, demonstrating the strength of the US housing market. May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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Third quarter results at Lennar and KB Home were resilient, but backlog values were mostly caused by price increases rather than blockbuster unit growth. Pricing improvement and historically low interest rates continue to stand out as positive metrics for the industry.